Billing & plans

Understand how QuoteTxt pricing works, what counts toward your chat limit, and how to manage your subscription.

Plans overview

Free

Limited chat sessions. Good for testing before committing.

Basic

A modest monthly chat session volume for low-frequency operators.

Pro

Higher volume for active solo operators and small teams.

Pro Plus

High volume for busy operations with consistent lead flow.

Enterprise

Unlimited or very high volume plus QuickBooks and chat export.

Note: All plans include the same core features (quotes, invoices, team, scheduling, maps). Plans differ only by monthly chat session volume. Enterprise plans additionally unlock QuickBooks integration and chat export.

For current pricing and exact session limits, see /pricing.

What counts as a chat session

A chat session is consumed each time a new customer starts an AI intake conversation through your intake link. Specifically, a session is counted when a job record is created via the chat widget.

The following do not count toward your chat limit:

  • Jobs created manually by you or a team member
  • Returning customers continuing an existing conversation
  • Quote or invoice activity
  • Settings changes or team activity
Tip: If you want to test your chat widget without consuming a session, create a test job manually instead of going through the intake link.

Checking your usage

1

Go to Settings → Billing & Usage

Open Settings → Billing & Usage. You'll see:

  • Your current plan and chat session limit
  • Sessions used in the current billing period
  • A day-by-day usage chart
  • Your billing period dates
2

Monitor approaching limits

If you're approaching your monthly limit, consider upgrading before new leads start bouncing. You can upgrade from Settings → Billing & Usage or /pricing.

Upgrading or changing your plan

1

Visit the pricing page

Go to /pricing while signed in. Your current plan will be highlighted.

2

Select a new plan

Click Upgrade or Change plan on the plan you want. You'll be taken to Stripe to confirm the change.

3

Confirm in Stripe

Review the prorated billing summary and confirm the change. Upgrades take effect immediately. Downgrades take effect at the next billing cycle.

Note: Upgrades are prorated — you only pay the difference for the remainder of your current billing period. Downgrades don't generate a refund; the reduced rate starts next cycle.

Cancelling your subscription

1

Go to the billing portal

From Settings → Billing & Usage or the pricing page, click Manage billing. This opens the Stripe Customer Portal where you manage your subscription.

2

Cancel your plan

In the Stripe portal, select Cancel plan. You can choose to cancel immediately or at the end of the current billing period.

Heads up: After cancellation, your account downgrades to Free tier at the end of your paid period. Your data is preserved, but access to features and the intake link requires an active paid subscription.

Why am I redirected to pricing?

If you're redirected to the pricing page when trying to use QuoteTxt, it usually means your subscription is inactive, expired, or in a failed payment state.

Trial ended

If your free trial expired, select a paid plan on the pricing page to restore access.

Payment failed

If your card was declined, update your payment method in Stripe (click Manage billing from the pricing page) to reactivate your subscription.

Subscription cancelled

If your subscription was cancelled, select a new plan on the pricing page.

Note: If you believe you're on an active paid plan but still see the pricing redirect, contact support@quotetxt.com.

Billing receipts

Receipts for all charges are automatically emailed to your account email address by Stripe. They include the billing amount, plan name, and billing period.

To view all past receipts and invoices, click Manage billing from the pricing page to access the Stripe Customer Portal. From there you can download PDF receipts for each billing period.

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